Amundi Amundi MSCI EMU Small Cap ESG Broad Transition UCITS ETF DIST

The $MMS (+1.34%) is not merged with the Amundi MSCI EMU Small Cap ESG CTB Net Zero for tax purposes.

The merging index will change from the MSCI EMU Small Cap Net Return EUR Index to the MSCI EMU Small Cap ESG Broad CTB Select Index. However, the new index consists of 395 of the 407 positions of the previous index. It cannot be particularly ESG.

I'm not going to change anything. Am I missing something? What are you doing?

Rebalancing in the GTAA portfolio at the turn of the month. Nasdaq100 now has the strongest momentum.

Sell: EMU Smallcaps.

New allocation:

40% Nasdaq100 $UST (-0.19%)

40% EuroGovBondsShort $DXSV (-0.54%)

15% Bitcoin $BTC (-1.39%)

5% Cash at TR for 2% p. a. (for post-purchase Bitcoin)

Edit: Now it has happened after all. The order of the weighted momentum has shifted massively again within one day because of the strong rises at the end of last week. $DXSV (-0.54%) thus slipped from 2nd place well behind before the turn of the month. $MMS (+1.34%) . So what to do? I finally decided to correct the mistake, bite the bullet, pay the 10€ and switch into the $CSEMUS (+1.68%) with the significantly lower spread.

I see I still need to work further on the implementation of GTAA.